Integrated Wealth Management (Palm Desert)’s ResMed RMD Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio RMD Stock Details RMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1	Closed	–	–	832
2016 Q3	$0	Hold	1	–	–	﹤0.01%	1304
2016 Q2	$0	Buy	+1	New	+$59	﹤0.01%	1362
2015 Q2	–	Sell	-32	Closed	-$2K	–	1448
2015 Q1	$2K	Buy	+32	New	+$2.08K	﹤0.01%	1109

Other funds holding RMD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $355M AUM

Norges Bank Oslo, Norway $1T AUM

Integrated Wealth Management (Palm Desert)'s RMD Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of ResMed (RMD) in Q4 2016, closing a stake of 1 share.

Integrated Wealth Management (Palm Desert) first reported a position in RMD in Q1 2015 and held it in 3 quarters. The position peaked at $2K in Q1 2015. 362 funds tracked by Wall St. Rank hold RMD as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining ResMed position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 1 ResMed share in Q4 2016.
Integrated Wealth Management (Palm Desert) first reported a position in ResMed in Q1 2015 and held it in 3 quarters.
Integrated Wealth Management (Palm Desert)'s ResMed position peaked at $2K in Q1 2015.
362 funds tracked by Wall St. Rank held ResMed as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.